Building Generational Wealth: Meet the MacMillan Keeping Wealth Management Team.
Scott & Rod joined forces in early 2014 to create MacMillan Keeping Wealth Management with the aim of building the most comprehensive, well rounded wealth management team on Vancouver Island. Our goal was simple: Hold ourselves to the highest industry standard in customer service while building generational wealth for our clients and their families. Helping our clients achieve beyond their goals is the most satisfying part of what we get to do, and it is our privilege to see those dreams come true while working closely with your family every step of the way. We believe our extensive industry experience and the long runway ahead for our young team are two of the many things that set our team miles apart from other financial advisory teams.
Scott focuses his time in helping clients meet their financial goals, thus helping them enjoy their life today and pursuit of their goals for tomorrow. By understanding what truly matters to his clients he can provide them with a full suite of customized wealth management services as well as engage other TD specialists to address more specific needs. Scott's dedication to an exceptional client experience and innovative strategies forms the foundation of his business.
On the other hand, Rod’s specialization is those clients nearing and in retirement with extensive experience working with widows, widowers and those planning a retirement for one. These clients often require thoughtful retirement and estate planning tailored to their specific needs and tax circumstances. As a Portfolio Manager, Rod offers his clients discretionary management of conservative growth and income portfolios.
On the other hand, Rod’s specialization is those clients nearing and in retirement with extensive experience working with widows, widowers and those planning a retirement for one. These clients often require thoughtful retirement and estate planning tailored to their specific needs and tax circumstances. As a Portfolio Manager, Rod offers his clients discretionary management of conservative growth and income portfolios.
To complete the team, we have brought in Bradley Ford whose role is the Client Relationship Associate. He is working towards growing his career in the industry as he continues to gain experience while with us. Brad has been with us since 2021. Brad brings a high energy to our team and is a determined individual who helps our team excel while managing our clients' wealth.
All together we have built a team that’s goal is to bring a high level of expertise and customer service that will allow us to help our clients meet their wealth management goals. No matter what your goal is, we are here to help you make that goal a reality. We feel that we have built a combination of personalities and skills that give us a step on the competition. Our team makes sure to use every resource available to us at TD Wealth from our numerous TD specialists to our wealth platforms to help us assist our clients with the level of service they deserve.
All together we have built a team that’s goal is to bring a high level of expertise and customer service that will allow us to help our clients meet their wealth management goals. No matter what your goal is, we are here to help you make that goal a reality. We feel that we have built a combination of personalities and skills that give us a step on the competition. Our team makes sure to use every resource available to us at TD Wealth from our numerous TD specialists to our wealth platforms to help us assist our clients with the level of service they deserve.
We look forward to continuing to work with our clients and meeting our future clients to help them achieve their goals. If you are interested in having a conversation with us about our services, please contact us today.
MacMillan Keeping Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
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®The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.
MacMillan Keeping Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
All trademarks are the property of their respective owners.
®The TD logo and other TD trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.
